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S
I really want the bubble to pop though the increase in prices is insane for RAM it has nearly tripled...
Nov 21, 2025
Reuters is really trying to pop the bubble.
Nov 21, 2025
- AI stock valuations raise bubble concerns amid sharp pullbacks
- Buffett Indicator signals overvaluation, surpassing dot-com bubble...
Nov 21, 2025
Investors are growing increasingly uneasy as U.S. tech giants ramp up debt issuance to fund their surging AI bets. Since September, four...
Nov 21, 2025
"CEO Lip-Bu Tan finally stepped out to steady the narrative. After a string of Taiwanese media reports suggested that former TSMC...
Nov 21, 2025
S
I think you have to have a very long term view and be comfortable with the unknown.
I think there are a few things that can be said...
Nov 21, 2025
C
I think you have to have a very long term view and be comfortable with the unknown.
I think there are a few things that can be said...
Nov 21, 2025
This is just hard to believe. Lip-Bu and CC Wei know each other. TSMC is a critical supplier/partner to Intel. If Wei Jen Lo told TSMC...
Nov 21, 2025
With a good faith retirement, you don't need to take any work-related documents with you.
Nov 21, 2025
If the accusation is true, Intel CEO Li-Bu Tan needs to address the incident clearly and swiftly, although not necessarily in public...
Nov 21, 2025
$500 billion, or even $1 trillion, seems like a big but not-so-shocking number nowadays.
Nov 21, 2025
D
Bubbles don’t pop until capital runs out.
With all these big announcements it might be hard to believe but the amount of capital that...
Nov 21, 2025
C
True or false, he has potentially become a poisoned apple for Intel. Intel and CEO Lip-Bu Tan have to consider their current and future...
Nov 21, 2025
B
They say is secret so how would we know?
If we did , it wouldnt be a secret.
Nov 21, 2025
Daniel Nenni replied to the thread Jitters over AI spending set to grow as US tech giants flood bond market.Reuters is really trying to pop the bubble.
Like.
I think you have to have a very long term view and be comfortable with the unknown. I think there are a few things that can be said...
hist78 replied to the thread Wei-Jen Lo Suspected of Taking Trade Secrets to Intel.If the accusation is true, Intel CEO Li-Bu Tan needs to address the incident clearly and swiftly, although not necessarily in public...
Xebec reacted to hist78's post in the thread Nvidia CEO Jensen Huang earnings call namechecked Saudi AI company Humain three times. Here’s why with
Haha.
They say is secret so how would we know? If we did , it wouldnt be a secret.
